Browse Help articles!
Browse articles by other popular categories
Square + Sage Business Cloud setup guide
Overview of Square + Sage Business Cloud integration
Connect Square and Sage Business Cloud to start syncing your daily sales transactions.
Laura Tien
June 27, 2022
Bank account mapping with Square + Xero integration
Overview
- Square Balance is an account automatically created by the integration. It is used to track payments processed through Square payment gateways/devices and transfers made by Square to the business' nominated bank account.
How it works
The integration creates the Square Balance account within Xero. This is then mapped to the Square Payment type.
Laura Tien
June 07, 2022
Shopify + QuickBooks Online setup guide
Overview of Shopify + QuickBooks Online integration
Connect Shopify and QuickBooks to start syncing your daily sales transactions.
Laura Tien
May 17, 2022
Overview of Shopify + MYOB integration
Connect Shopify and MYOB to start syncing your sales transactions, payments, products and stock-on-hand inventory values.
Laura Tien
May 17, 2022
Xero plans for Square + Xero integration
Overview
- For Square seller’s that are currently on Xero’s Starter/Early or Partner editions, this page has been created to inform you how the limitations of your Xero plans may impact the way your integration behaves from 1 June 2022 in relation to invoice and bill creations.
- Across the sales synchronisation and payment modules of our Square + Xero integration, our solution will create invoices and bills in an effort to automate the data entry and fast-track the bank reconciliation process.
Starter/Early Plan
Under this subscription, you are limited to the creation of 20 invoices and 5 bills per month.
Laura Tien
April 05, 2022
BigCommerce + QuickBooks Online setup guide
Overview of BigCommerce + QuickBooks Online integration
Connect BigCommerce and QuickBooks Online to start syncing your daily sales transactions.
Laura Tien
March 30, 2022
BigCommerce + MYOB setup guide
Overview of BigCommerce + MYOB integration
Connect BigCommerce and MYOB to start syncing your daily sales transactions.
Laura Tien
March 30, 2022
BigCommerce + Xero setup guide
Overview of BigCommerce + Xero integration
Connect BigCommerce and Xero to start syncing your daily sales transactions.
Laura Tien
March 30, 2022
Overview
- Understand the differences between the multiple configuration methods offered by Amaka during integration setup.
Express
Every day, an invoice with your previous trading day's sales summary will be created into your accounting software. Features and default settings will be set up for you. The integration will also create and map relevant accounts automatically.
Laura Tien
March 25, 2022
Terminologies for DocuSign + Xero integration
Overview
- We've summarised the key terminologies that you will find throughout the setup wizard of our Docusign + Xero integration. This page seeks to guide you through the setup of an integration with full understanding of the documents captured by our integration and different configuration settings.
Xero
- Document - refers to invoice, bill, quote, purchase order and expense claim within Xero
- Invoice - related to sales; a document that charges a customer for goods or services a business has provided.
- Bill - related to purchases; a document that charges a business for goods or services a supplier has provided.
- Quote - related to sales; a document that outlines the cost of goods or services that a customer needs.
- Purchase Order - related to purchases; a document that requests goods or services from a supplier.
- Expense Claims - users within a Xero organisation can add receipts for their own personal spending to request for claims (or reimbursements).
DocuSign
- Envelope - an envelope is a digital parcel that is used to send documents to recipients for execution via email through the DocuSign platform. Envelopes have various statuses (i.e. sent, delivered, completed, voided) and typically contain documents, recipient/s and registered fields that require input or signature to finalise a document.
- Envelope Signer - the recipient and signer of a document. Our integration will allow the user to select a signer or signing group from Xero, DocuSign, or customise it by adding the name and email address of the relevant signer.
- Signing Order - if your envelope has more than one recipient, you can choose to set a signing order. The signing order lets you control the order in which your recipients receive and sign your documents. Assign numbers from "1", where "1" is the first receiver and signer and any succeeding number is the next receiver and signer.
- DocuSign User - a person that has accepted an invite as a user to the DocuSign account. This can be found in the ‘Settings’ section of the platform.
- DocuSign Signing Group - signing groups enable you to send an envelope to a predefined group of recipients and have any one member of the group sign your documents. When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature.
Laura Tien
March 25, 2022